Each week, Goldman Sachs brings viewers an interview with one of the world’s greatest investors on their investing philosophies, the principles that have driven their success and how they are approaching an investing landscape fundamentally altered by the pandemic and its aftermath. The series is hosted by Alison Mass, chairman of Goldman Sachs’ Investment Banking Division, and Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management.
In this episode, Blackstone President and COO Jon Gray discusses the historic dislocation in markets brought on by the pandemic, the themes driving Blackstone’s investment strategy moving forward, and the importance of “high conviction” in his approach to investing.
In this episode, KKR co-founder George Roberts shares the keys to his success as an investor, what he learned from one of KKR’s most legendary deals, and the investment opportunities that he is focused on now.
In this episode, TPG co-CEO Jim Coulter talks about investment trends accelerated by the pandemic and why he thinks a good investment strategy is “not consensus.”